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How many Pipeline Phases can you have? My first of four is blank ... RRS feed

  • Question

  • I set up Four Pipeline Phases EXACTLY according to this video ...

    http://www.youtube.com/watch?v=QXfeV14k8xI

    And my four Pipeline Phase entries are:

    1 - Interest

    2 - Developing

    3 - 180 days

    4 - 90 days

    I removed all the components and redid it ... twice! But I still get this in my Pipeline

    I cannot figure out why 1 - Interest comes out as (blank). Is this limited to 3 levels?

    Also, I do not have any opportunities in the first level at the moment, the one with the $255,000 value is actually in the 4- 90 days category. Two weird issues. Name gone and showing something in a stage that should be empty.

    Thanks!


    Oh, almost forgot. Dynamics CRW 2011 Online through the Outlook interface.
    Thursday, October 31, 2013 8:32 PM

All replies

  • Hmmmm. Nevermind.

    I did something wrong. Now it appears to have fixed itself (or I inadvertently started doing something right--it happens sometimes ;) )

    Thursday, October 31, 2013 8:50 PM